Head of Financial Planning and Analysis (FP&A)

About the role

The Head of Financial Planning and Analysis (FP&A) will play a vital role in driving Copado's financial strategy and ensuring the continued success of the organization. As a senior leader, they will also play a key role in mentoring and developing the FP&A team members.

Responsibilities

• Develop and maintain comprehensive financial models, forecasts, and budgets that align with the company's growth objectives and define its success.
• Collaborate with various stakeholders to set targets, assess financial performance, and provide recommendations for improvement.
• Prepare and present regular financial reports including budget vs. actual and Revenue/SaaS metrics to senior leadership, board members, and investors.
• Highlight key insights, trends, and recommendations for improving financial performance.
• Partner with different departments, including Revenue Operations, Sales, Operations, the office of the Chief Business Officer, and Marketing, to provide financial guidance, support decision-making, and drive operational efficiency.
• Act as a trusted advisor to business leaders, providing financial insights and recommendations.
• Conduct in-depth financial analysis, including variance analysis, scenario modeling, and sensitivity analysis.
• Identify trends, risks, and opportunities to support the company’s strategic goals from both an organic and inorganic growth perspective.
• Actively invest in AI to continuously evaluate and improve financial planning and analysis processes, tools, and systems to enhance efficiency, accuracy, and scalability with a view to transaction readiness.
• Drive automation initiatives and use AI where beneficial to foster best practices and develop reporting and analysis activities.

Qualifications & Experience

• Education and Experience: Bachelor's degree in Finance, Accounting, or a related field (MBA preferred). At least 6-8 years of progressive experience in financial planning and analysis within the SaaS industry.
• Financial Acumen: Demonstrated expertise in financial modeling, forecasting, budgeting, and analysis. Experience with multi-product SaaS revenue analytics. Proven ability to interpret complex financial and operational data and distill key insights to drive decision-making.
• Business Partnership: Excellent collaboration and communication skills with the ability to build strong relationships with stakeholders at all levels. Proven experience partnering with cross-functional teams and influencing decision-making.
• Strategic Thinking: Ability to think strategically and provide valuable insights into the company's financial performance, growth opportunities, and risks. Experience in supporting strategic planning and M&A activities.
• Leadership Skills: Strong leadership abilities with the capability to inspire and motivate a team. Experience in managing and developing a team of financial professionals is highly desirable.
• Analytical Skills: Exceptional analytical and problem-solving skills, coupled with a keen attention to detail. Ability to define and maintain company-wide agreement on data. Proficiency in financial analysis tools and systems is required and specific experience with Salesforce, and Netsuite and business use of AI is highly valued.
• Adaptability: Thrive in a fast-paced, high-growth environment.

Benefits

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• 401(k) Plan.
• Paid Time Off.
• Wellness Perks.

Finance

New Orleans, LA